TAIEX
TWII ยท TWD
The silicon island that powers global AI.
Taiwan sits at the geopolitical and technological center of the world. TSMC alone manufactures ~90% of the world's advanced-node semiconductors. Without Taiwan, there is no AI revolution.
Sector breakdown
What drives the index
Semiconductors
55%TSMC, MediaTek, ASE โ the entire global supply chain.
Electronics
18%Foxconn, Quanta โ assembly for Apple, Nvidia, Tesla.
Financials
12%Cathay, Fubon โ domestic banking & insurance.
Materials
8%Specialty chemicals & semi materials.
Consumer
Food, retail and household demand.
Telecom
Mobile networks and broadband services.
Top companies
The franchises that matter
TSMC
Makes the world's most advanced chips. Apple, Nvidia, AMD all depend on it.
Hon Hai (Foxconn)
Assembles ~half the world's iPhones.
MediaTek
#2 mobile chip designer globally.
ASE Technology
Largest chip packaging & testing firm.
Quanta Computer
Builds Nvidia's AI servers.
Hon Hai (Foxconn)
Largest contract electronics manufacturer.
Latest News
TSMC manufactures over 90% of the world's most advanced (sub-7nm) chips.
One TSMC fab costs more to build than the GDP of many small countries (~$20B+).
Foxconn employs more than 1 million workers in China alone.
- Irreplaceable in global supply chain
- AI tailwind
- Engineering culture
- China geopolitical risk
- Concentration in TSMC
- Cyclical demand
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